Market Cap
$81.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Daiwa Capital | UPGRADE | Outperform | 52% |
| Oct 1, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Oct 1, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Oct 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Oct 1, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Oct 1, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Oct 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 14, 2026 | Evercore ISI Group | DOWNGRADE | In-Line | 59% |
| Sep 4, 2026 | Argus Research | REITERATE | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 13 | 9 | 0 | 0 | 68% | |
| Aug 1, 2026 | 6 | 11 | 10 | 0 | 0 | 63% | |
| Jul 1, 2026 | 5 | 10 | 12 | 0 | 0 | 56% | |
| Jun 1, 2026 | 5 | 9 | 12 | 0 | 0 | 54% | |
| May 1, 2026 | 5 | 8 | 13 | 0 | 0 | 50% | |
| Apr 1, 2026 | 6 | 7 | 13 | 0 | 0 | 50% | |
| Mar 1, 2026 | 6 | 7 | 13 | 0 | 0 | 50% | |
| Feb 1, 2026 | 6 | 8 | 12 | 0 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.27 | $1.24–$1.36 | 105.3% | +19.0% | 15↑ 0↓ | $14.4B | 19 |
| Next Q | $1.04 | $0.84–$1.25 | 60.2% | +11.3% | 9↑ 1↓ | $12.8B | 14 |
| Current FY | $3.83 | $3.79–$3.92 | 97.2% | +10.9% | 16↑ 0↓ | $46.5B | 20 |
| Next FY | $4.69 | $4.40–$5.39 | 22.6% | +13.9% | 15↑ 0↓ | $54.7B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.273 | — |
| 7d ago | $1.270 | +0.003 |
| 30d ago | $1.069 | +0.204 |
| 60d ago | $1.057 | +0.216 |
| 90d ago | $1.056 | +0.217 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 134,059,655 | $6.0B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 86,665,707 | $3.9B | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 72,677,094 | $3.3B | 7.7% | — |
| STATE STREET CORP | 68,095,481 | $3.1B | 7.2% | — |
| Capital World Investors | 59,597,678 | $2.7B | 6.3% | — |
| BANK OF AMERICA CORP /DE/ | 39,500,289 | $1.8B | 4.2% | TRIM -46.7% |
| JPMORGAN CHASE & CO | 40,050,764 | $1.8B | 4.2% | TRIM -26.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 36,610,129 | $1.6B | 3.9% | — |
| Elliott Investment Management L.P. | 32,271,985 | $1.5B | 3.4% | — |
| GOLDMAN SACHS GROUP INC | 24,612,791 | $1.1B | 2.6% | ADD +44.1% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 74,100,943 | 39,500,289 | -46.7% | $1.8B |
| JPMORGAN CHASE & CO | TRIM | 54,552,885 | 40,050,764 | -26.6% | $1.8B |
| GOLDMAN SACHS GROUP INC | ADD | 17,081,698 | 24,612,791 | +44.1% | $1.1B |
| Qube Research & Technologies Ltd | NEW | — | 9,986,573 | — | $450.5M |
| JANE STREET GROUP, LLC | DOUBLED | 48,398 | 8,383,193 | +17221.4% | $378.2M |
| NORGES BANK | NEW | — | 8,126,959 | — | $366.6M |
| CITADEL ADVISORS LLC | ADD | 3,957,497 | 7,506,355 | +89.7% | $338.6M |
| Amundi | ADD | 4,270,091 | 6,875,028 | +61.0% | $310.1M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 10,331,994 | 6,609,276 | -36.0% | $298.1M |
| FMR LLC | ADD | 4,449,230 | 6,237,618 | +40.2% | $281.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | rahim rami | EVP, Pres GM Networking | SELL | 6,579 | $61.42 | $404.1K |
| Sep 29, 2026 | rahim rami | EVP, Pres GM Networking | SELL | 27,877 | $61.42 | $1.7M |
| Sep 14, 2026 | REINER GARY M | Director | SELL | 17,000 | $56.91 | $967.4K |
| Sep 11, 2026 | Neri Antonio F | President and CEO | SELL | 250,000 | $60.44 | $15.1M |
| Jul 24, 2026 | GOULDEN DAVID I | Director | AWARD | 3,495 | — | — |
| Jul 22, 2026 | Karros Kirt P | SVP, Treasurer, Corp Dev | SELL | 23,675 | $47.02 | $1.1M |
| Jul 20, 2026 | Karros Kirt P | SVP, Treasurer, Corp Dev | TAX W/H | 16,607 | $44.56 | $740.0K |
| Jul 20, 2026 | Karros Kirt P | SVP, Treasurer, Corp Dev | EXERCISE | 40,282 | $44.56 | $1.8M |
| Jul 15, 2026 | rahim rami | EVP, Pres GM Networking | AWARD | 673.382 | — | — |
| Jul 15, 2026 | rahim rami | EVP, Pres GM Networking | AWARD | 293.648 | — | — |